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160 Gould Street Suite 212 Needham Heights, MA 02494

(781) 446-5000
Client eMoney Dashboard


"Live as if you were to die tomorrow. Learn as if you were to live forever." - Mahatma Gandhi

Adding value for your employees since 1986

Adding value for your employees since 1986

Financial education, either individually or in the workplace, is quickly becoming a desired benefit. We offer customized financial workshops that empower you and your employees with the ability to:

  • Make wise, educated financial decisions for yourself and your family
  • Understand all of your available financial options in the present and in the future
  • Improve participation in existing group benefit offerings

Our most recent financial workshops have included:

Are You Well Planned and How Can You Tell?

History Lessons

Family Financial Management

10 Useful Strategies to Help Secure Your Financial Future

Mutual Fund Investing

My Brain Made Me Do It

Lessons Learned in Investing

Building Net Worth for Younger Investors


If you are interested in attending one of our workshops or scheduling an educational workshop for your employees/members over lunch or breakfast, please feel welcome to reach out. We can share with you all available topics and sessions which cover the needs of every age group.

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